Business Protection Workshop (90 -120 mins)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited.
Thu 11 Jun 9:30 am – 11:30 am
General Investments vs. Onshore and International Bonds
Live webinar - hosted by Cathy Russell of Canada Life - This session will compare the benefits of General Investment structures with onshore bonds and international (offshore) bonds.
Tue 16 Jun 10:30 am – 11:30 am
Death Benefit Planning Opportunities Webinar
Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Review of planning opportunities provided by pension death benefits
Wed 17 Jun 11:00 am – 11:45 am
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Contingent Charging FCA PS20/6
Live webinar - hosted by Gareth Davis of Scottish Widows - Reviewing the recent FCA Policy Statement on Contingent Charging (PS 20/6)
Tue 30 Jun 2:00 pm – 3:00 pm
2020 Autumn Conference
Retirement & Investment-themed conference.
Thu 24 Sep 9:00 am – 3:00 pm
Royal Victoria, Crowne Plaza, Sheffield
AF5 (Financial Planning Process) training course - October 2020 Exam
**Rearranged date** AF5 (Financial Planning Process) Exam Study Day
Fri 02 Oct 9:00 am – 4:30 pm
Steve Davis, The Financial Adviser Academy